Gerardo Gonzalez, financial advisor Los Angeles CA

Gerardo Gonzalez

CRD Number: 6215587
Current Firm: Mml Investors Services, LLC

Gerardo Gonzalez (CRD# 6215587) is an Investment Advisor Representative working at Mml Investors Services, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Los Angeles, CA Feb 2020 - Current 1
Mass Mutual Life Insurance Company Los Angeles, CA Jan 2020 - Current 2
Buffs Tacos Pasadena, CA Sep 2019 - Current 2
Jerry's Tacos Chino, CA Feb 2008 - Sep 2019 11
Allstate Insurance Company Pasadena, CA Jan 2019 - May 2019 < 1
Hermes International Group Los Angeles, CA Apr 2018 - Dec 2018 < 1
Haydel, Biel & Associates Pasadena, CA May 2017 - Feb 2018 < 1
Mml Investors Services Pasadena, CA Apr 2016 - Apr 2017 1
Mass Mutual Life Insurance Company Pasadena, CA Mar 2016 - Apr 2017 1
Northwestern Mutual Investment Services LLC Los Angeles, CA Jul 2014 - Mar 2016 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2013 - Mar 2016 2
University Of California Los Angeles Los Angeles, CA Sep 2011 - Jun 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
S63 Uniform Securities State Law Examination Dec 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gerardo Gonzalez
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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